Our Process

We work with you to go over your needs and show you how we can help. We price our work on a fixed price or hourly basis to fit your needs.

Our focus is on helping real estate owners, property managers, investors, developers, brokers, and others. We narrow our potential client base to these industries in order to provide you with the highest possible level of service and value. While we are happy to talk to new clients with other needs, almost all of our clients have some connection to one of these industries.

Our pricing

Where possible, we prefer to work with clients on a fixed price basis. Fixed pricing means no surprises. It means you get exactly what you need. We work with you to review your needs and determine the services to propose to you from each of our service menus:

Of course, there are times when fixed pricing doesn’t make sense. In those cases, we’ll work with you to set clear expectations regarding the work to be performed and what you’ll pay.

Our engagement structure

Our typical client engagements include an Advisory Services component, as well as a Maintenance Services Package:

The Advisory Services help you to understand the ins and outs of running a business and to get your strategy in place.

The Maintenance Services Package includes all of the things necessary to keep your business running and to execute on the strategy — from day-to-day accounting to tax returns. We’ll work with you to tailor both proposals to exactly what you need — nothing more, nothing less.

Our process

You come in for a consultation. We talk about your business, your goals, and what services you’re interested in.

After the meeting, we put together a proposal tailored to you. It might include tax, accounting, client accounting, business consulting, and other services. We’ll recommend things we think will provide value for you and your business.